Exelement SyncCloud

Bulk Exports

• Create Export Job - New Leads: Creates an export job for leads created since the last run.
• Create Export Job - New Activities: Creates an export job for activities created since the last run.
• Get Export File: Retrieves a completed export file's content.
• Create Export Job - Leads: Creates a lead export job.
• List Export Jobs: Returns a list of export jobs created in the past 7 days.
• Cancel Export Job: Cancels an export job.
• Create Export Job - Activities: Creates an activity export job.
• Enqueue Export Job: Adds an export job to the processing queue.
• Get Export Job Status: Retrieves the status for an export job.

Leads

• List Updated Leads: Lists leads updated since last run.
• List Leads By Email Address: Gets all of the leads with the specified email address.
• List Leads: Lists all leads using a filter.
• Create Or Update Lead: Creates or updates a lead.
• List Updated Lead Activities: Lists the lead activities updated since the specified date.
• Get Lead: Gets a lead.
• List Lead Activities: Lists a leads activities.
• List Lead Fields: Returns a list of all fields available for interaction via the REST API.
• List Lead Memberships: Lists a leads memberships.
• List Lead Website And Email History: Lists a leads website and email history.
• List Smart Campaigns: Lists the smart campaigns of a lead.

Static Lists

• List Lists: Lists all the static lists.
• Get List: Gets a static list.
• Add Lead To List: Adds a lead or leads to a static list.
• Remove Lead From List : Removes a lead or leads from a static list
• Get List Members: Gets the members of a Static List.

Bulk Imports

• Get Import Job Warnings: Retrieves a list of warnings for an import job.
• Create Import Job: Creates an import job for a csv payload into the target instance.
• Get Import Job Status: Retrieves the status for an import job.
• Get Import Job Failures: Retrieves a list of failures for an import job.

Custom Objects

• List Custom Objects: Lists the API name of existing custom objects.
• Create Custom Objects: Creates a custom object.
• Update Lead Custom Object: Updates a leads custom object. Custom Object mappings must be added as custom fields.
• Create Custom Object Values: Creates a custom objects values. Insert custom object fields under '[input].'.
• Upsert Custom Object Values: Creates or updates a custom objects values. Insert custom object fields under '[input].'.
• Update Custom Object Values: Updates a custom objects values. Insert custom object fields under '[input].'.
• List Linkable Custom Objects: Lists linkable custom objects and their fields.

Activities

• List Activity Types: Lists activity types.

Users

• List Users: Retrieve a list of all user records. Required Permissions: Access User Management Api and Access Users

Sales Invoices

• Get Sales Invoice: Retrieve a sales invoice by ID.
• Delete Sales Invoice: Delete an existing sales invoice.
• Update Sales Invoice: Update an existing sales invoice.
• List Sales Invoices: Retrieve a list of existing sales invoices.
• List Updated Sales Invoices: Retrieve a list of sales invoices created or updated since last run.
• Create Sales Invoice: Create a new sales invoice.

Internal

• Get Division: Retrieve the current division.
• List Sales Items: Retrieve a list of existing sales items.
• List Supplier Accounts: Retrieve a list of existing supplier accounts.

CRM

• Get Customer Account: Retrieve an existing customer account by ID.
• Delete Customer Account: Delete an existing customer account by ID.
• Update Customer Account: Update an existing customer account.
• Update Contact: Update an existing contact.
• Delete Contact: Delete an existing contact.
• Get Contact: Retrieve a contact by ID.
• List Customer Accounts: Retrieve a list of existing customer accounts.
• List Contacts: List all contact records.
• List Updated Contacts: List all contact records created or modified since last run.
• List Updated Customer Accounts: Retrieve a list of customer accounts created or modified since last run.
• Create Customer Account: Create a new customer account.
• Create Contact: Add a contact person to an existing customer account.

Financial

• Get Journal: Retrieve an existing journal by ID.
• Delete Journal: Delete an existing journal.
• Update Journal: Update an existing journal.
• Get G/L Account: Retrieve an existing general ledger account.
• Update G/L Account: Update an existing general ledger account.
• Delete G/L Account: Delete an existing general ledger account.
• List G/L Classifications: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
• Get G/L Classification: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
• Get G/L Scheme: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
• Get G/L Transaction Source: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
• Get G/L Transaction Type: Retrieve an existing transaction type. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
• Get Journal Status List: This resource will provide you information on the status of a Journal in a certain period.
• CurrentYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/AfterEntry considers all entries for the current year, if you only want to get final processed entries use CurrentYear/Processed instead.
• CurrentYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/Processed considers only processed entries for the current year, if you want to get all the entries use CurrentYear/AfterEntry instead.
• PreviousYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/AfterEntry considers all entries for the previous year, if you only want to get final processed entries use PreviousYear/Processed instead.
• PreviousYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/Processed considers only processed entries for the previous year, if you want to get all the entries use PreviousYear/AfterEntry instead.
• Get G/L Acct Class. Mapping: Retrieve a specific general ledger account classification mapping.
• Delete G/L Acct Class. Mapping: Delete a specific general ledger account classification mapping.
• Get General Journal Entry: Retrieve a specific general journal entry.
• Create General Journal Entry: Create a new general journal entry.
• Get General Journal Entry Line: Retrieve a specific general journal entry line.
• Update G/L Acct Class. Mapping: Update an existing general ledger account classification mapping.
• Create General Journal Entry Line: Create a new general journal entry line.
• List Journals: Retrieve a list of existing journals.
• List Updated Journals: Retrieve a list of journals created or updated since last run.
• List G/L Accounts: Retrieve a list of existing general ledger accounts.
• List Updated G/L Accounts: Retrieve a list of general ledger accounts created or updated since last run.
• List G/L Schemes: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
• List G/L Transaction Sources: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
• List G/L Transaction Types: Use this endpoint to retrieve all transaction types. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
• List G/L Acct Class. Mappings: Retrieve a list of existing general ledger account classification mappings
• List General Journal Entries: Retrieve a list of general journal entries.
• List Updated General Journal Entries: Retrieve a list of general journal entries created or updated since last run.
• List General Journal Entry Lines: Retrieve a list of general journal entry lines.
• Create Journal: Create a new journal.
• Create G/L Account: Create a new general ledger account.
• Create G/L Acct Class. Mapping: Create a general ledger account classification mapping.

Sales Entry

• Get Sales Entry Line: Retrieve an existing sales entry line by GUID.
• Get Sales Entry: Retrieve a sales entry by ID.
• Update Sales Entry: Update an existing sales entry.
• Delete Sales Entry: Delete an existing sales entry.
• List Sales Entry Lines: Retrieve details for all lines on a sales entry.
• Update Sales Entry Line: Update an existing sales entry line.
• Delete Sales Entry Line: Delete an existing sales entry line.
• List Sales Entries: Retrieve a list of existing sales entries.
• List Updated Sales Entries: Retrieve a list of sales entries created or modified since last run.
• Create Sales Entry: Create a new sales entry.
• Create Sales Entry Line: Create a new sales entry line.

Purchase Entry

• Delete Purchase Entry: Delete an existing purchase entry.
• Get Purchase Entry: Retrieve a purchase entry by ID.
• Update Purchase Entry: Update an existing purchase entry.
• Update Purchase Entry Line: Update an existing purchase entry line.
• Get Purchase Entry Line: Retrieve an existing purchase entry line by GUID.
• List Purchase Entry Lines: Retrieve details for all lines on a purchase entry.
• Delete Purchase Entry Line: Delete an existing purchase entry line.
• List Purchase Entries: Retrieve a list of existing purchase entries.
• List Updated Purchase Entries: Retrieve a list of purchase entries created or modified since last run.
• Create Purchase Entry: Create a new purchase entry.
• Create Purchase Entry Line: Create a new purchase entry line.

HRM

• Get Department: Retrieve an existing department.
• Get Division Class: Returns the possible choices per classification for a given company.
• Get Division Class Name: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
• Get Division Class Value: This end point returns the values as used per company classification for a given company.
• Get Cost Center: Retrieve details of a specific cost center.
• Delete Cost Center: Delete a specific cost center.
• Get Cost Unit: Retrieve a specific cost unit.
• Delete Cost Unit: Delete a specific cost unit.
• Update Cost Center: Update an existing cost center.
• Update Cost Unit: Update an existing cost unit.
• List Departments: Retrieve a list of departments.
• List Division Classes: Returns the possible choices per classification for a given company.
• List Division Class Names: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
• List Division Class Values: This end point returns the values as used per company classification for a given company.
• List Cost Centers: Retrieve a list of cost centers.
• List Cost Units: Retrieve a list of cost units.
• Create Cost Center: Create a new cost center.
• Create Cost Unit: Create a new cost unit.

Documents

• Get Document Type: Retrieve an existing document type
• Get Document Type Category: Retrieve an existing document type category
• Get Document Category: Retrieve an existing document category
• Get Document: Use this endpoint to retrieve a specific document
• Update Document: Update an existing document.
• Delete Document: Delete a specific document.
• Get Document Attachment: Use this endpoint to retrieve a specific document attachment
• Get Document Folder: Use this endpoint to retrieve a specific document folder
• Update Document Folder: Update an existing document folder
• Delete Document Folder: Delete a specific document folder
• Get Document Type Folder: Use this endpoint to retrieve a specific document type folder
• Delete Document Type Folder: Delete a specific document type folder
• Update Document Type Folder: Update an existing document type folder
• List Document Types: Use this endpoint to retrieve a list of document types
• List Document Type Categories: Use this endpoint to retrieve a list of document type categories
• List Document Categories: Use this endpoint to retrieve a list of document categories
• List Documents: Use this endpoint to retrieve a list of documents
• List Updated Documents: Use this endpoint to retrieve a list of documents created or updated since last run
• List Document Attachments: Use this endpoint to retrieve a list of document attachments
• List Document Folders: Use this endpoint to retrieve a list of document folders
• List Document Type Folders: Use this endpoint to retrieve a list of document type folders
• Create Document: Create a new document
• Create Document Folder: Create a new document folder
• Create Document Type Folder: Create a new document type folder

Financial Transaction

• Get Transaction Line: Retrieve a specific transaction line.
• Get Bank Entry: Retrieve a specific bank entry.
• Get Bank Entry Line: Retrieve a specific bank entry line
• Get Cash Entry Line: Retrieve a specific cash entry line
• Get Cash Entry: Retrieve a specific cash entry.
• List Transaction Lines: Retrieve a list of transaction lines.
• List Bank Entries: Retrieve a list of bank entries.
• List Bank Entry Lines: Retrieve a list of bank entry lines.
• Create Bank Entry Line: Create a new bank entry line.
• Create Bank Entry: Create a new bank entry.
• List Cash Entry Lines: Retrieve a list of cash entry lines.
• Create Cash Entry Line: Create a new cash entry line.
• Create Cash Entry: Create a new cash entry.
• List Cash Entries: Retrieve a list of cash entries.

General

• List Currencies: Use this endpoint to get all the enabled currencies.